Our Team
The Fullerton Family
You Will Be Treated Like Family by Experienced Professionals You Can Trust.
Fullerton Financial Planning
Stephanie Fullerton
President and Co-Founder, Investment Advisor Representative
Steve Fullerton Sr.
Co-Founder, Investment Advisor Representative
Joshua Becker
Chief Operation Officer
Advisors
David M. Eldridge, CRPC®
Wealth Advisor
Dallas Fox
Lead Advisor
Elijah Gallardi
Wealth Advisor
Ryan Heck
Wealth Advisor
Cindy Montana
Estate Planner
Zach Overweg
Wealth Advisor
Tyler Price
Lead Advisor
Matt Tobey
Sr Director of Operations and Investment Advisor Representative
Zach Tobey
Lead Advisor
Leslie Winchester
Wealth Advisor
Matthew Zuccaro, MS, CFP®, CWS®
Senior Wealth Strategist
Trinity Grace
Wealth Advisor
Heidi Saaverdra, CFP®
Wealth Advisor
Leadership
Alex Becker
Sr Director of Marketing and Branding
Jamison Davis
Sr Director of Business Development
Steve Fullerton Jr.
Sr Director of Servicing and Innovation
Dianne Sackrider
SR Director of Finance and HR
Matt Tobey
Sr Director of Operations and Investment Advisor Representative
Team
Caryn Bort
Service Team Associate
Blane Curry
Salesforce and Customer Experience (CX) Insights Manager
Terri Faust
Service Team Supervisor
Jacqueline Filizetti
First Impressions Concierge
Penny Hermans
Assistant to Lead Advisor
Katie Isaac
Scheduling Associate
Alex Jennings
Digital Content Creator
Tia Keicher
Service Team Associate
Amy Lander
Service Team Associate
Michelle Lorts
Marketing Operations Manager
Isabel Luna
First Impressions Concierge
Jeannine Marmo
First Impressions Concierge
Bethany May
Service Team Associate
Ronda Mayes
FIT & Scheduling Supervisor
Debbie Ramirez
Service Team Associate
Gina Saldana
Service Team Associate
Melanie Schissel
Marketing Events Manager
Kileigh Swinton
Scheduling Associate
Anthony Trindade
Service Advisor
Brooklynn Trotter
First Impressions Concierge
Connie Whetstine
Trade Team Supervisor
Joselyn Menjivar
Scheduling Associate